OneAnswer KiwiSaver Scheme Sustainable International Share Fund

Fund report as at 30 September 2018

 

Quick links

How has the fund performed?

What does the fund invest in?

What sort of fund is this?

How has the fund performed?

Performance as at 30 September 2018

3 months

1 year

3 years (pa)

5 years (pa)

Since launch

6.36%

17.78%

10.30%

11.95%

7.12%

Performance is after the annual fund charge, and before tax and membership fees (if applicable). For more information, see legal information and disclaimers.

‚ÄčNeed more information?

  • Read our Market Review for more information on investment markets
  • Key read: why it’s wise not to try to time the market or chase returns

What does the fund invest in?

In the table below, the ‘target investment mix’ shows the mix of assets the fund generally intends to invest in.

Investment mix as at 30 September 2018

Asset class

Target
investment mix

Actual
investment mix

Cash and cash equivalents

0.0%

2.9%

International Equities

100.0%

97.1%

 

What sort of fund is this?

Fund description

Invests mainly in equities in companies pursuing a sustainable development policy. Investments may include:

  • equities in companies pursuing a sustainable development policy and combining respect for social principles (such as human rights, non-discrimination and the issue of child labour) and environmental principles, with good financial prospects,
  • convertible securities, and
  • cash and cash equivalents.

Target investment mix

The mix of assets that the fund generally intends to invest in.

See the fund's actual investment mix in the table above.

Fund objective

Aims to achieve a positive yearly return (after the fund charge and before tax) that over the long term outperforms the relevant market index.